Lutz Financial
$3.2B
1,031Clients
15Advisers
23 yearsIn business
Contact this firm
Who works here
- Adriane Linette Washburn
- Alec Michael Johnston
- Austin Lee Wells
- Christopher Michael Wagner
- James Paul Boulay
- Joseph Daniel Carlson
- Joseph Ryan Hefflinger
- Joshua R Jenkins
- Justin Bradley Vossen
- Landon Jaughn Sibole
- Nicholas Samuel Hall
- Ryan Ernest Schmidt
- Samuel James Bonebrake
- Shannon Rae Gohr
- Thomas Aubrey Hodgson
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Lutz Financial
Legal name: Lutz Financial Services, LLC
$3.2B
1,031Clients
15Advisers
23 yearsIn business
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
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